JAM

Jupiter Asset Management Portfolio holdings

AUM $11.6B
1-Year Est. Return 28.95%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+28.95%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$9.15B
AUM Growth
+$1.91B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
587
New
Increased
Reduced
Closed

Top Buys

1
+$88M
2
+$66.2M
3
+$65.3M
4
ALGN icon
Align Technology
ALGN
+$65.2M
5
META icon
Meta Platforms (Facebook)
META
+$61.6M

Top Sells

1
+$50.1M
2
+$44.4M
3
+$44M
4
CNC icon
Centene
CNC
+$41.3M
5
MCK icon
McKesson
MCK
+$39.1M

Sector Composition

1 Technology 30.37%
2 Financials 13.65%
3 Consumer Discretionary 11.31%
4 Industrials 9.18%
5 Healthcare 9.13%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
451
$284K ﹤0.01%
15,901
-1,923
452
$273K ﹤0.01%
6,717
-11,217
453
$272K ﹤0.01%
36,667
454
$261K ﹤0.01%
+21,881
455
$258K ﹤0.01%
29,009
456
$250K ﹤0.01%
+16,254
457
$247K ﹤0.01%
1,684
-3,476
458
$183K ﹤0.01%
+17,317
459
$146K ﹤0.01%
19,628
460
$131K ﹤0.01%
+27,142
461
$123K ﹤0.01%
37,995
462
$96.9K ﹤0.01%
+12,284
463
$74.6K ﹤0.01%
+20,952
464
– –
-256,630
465
– –
-50,327
466
– –
-11,712
467
– –
-48,672
468
– –
-447,990
469
– –
-27,991
470
– –
-8,536
471
– –
-93,762
472
– –
-110,103
473
– –
-50,774
474
– –
-2,272
475
– –
-11,375
17 18
19
20 21